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Naviter Wealth’s Sony SONY Stock Holding History

Naviter Wealth’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25M Buy
162,060
+30,092
+23% +$634K 0.3% 78
2026
Q1 		$2.73M Buy
131,968
+8,059
+7% +$181K 0.34% 69
2025
Q4 		$3.17M Sell
123,909
-25,095
-17% -$705K 0.41% 54
2025
Q3 		$4.29M Buy
149,004
+4,844
+3% +$130K 0.5% 44
2025
Q2 		$3.75M Buy
144,160
+5,320
+4% +$133K 0.46% 47
2025
Q1 		$3.48M Buy
138,840
+530
+0.4% +$12.2K 0.42% 59
2024
Q4 		$2.93M Sell
138,310
-17,340
-11% -$338K 0.35% 72
2024
Q3 		$3.01M Buy
155,650
+9,755
+7% +$178K 0.42% 60
2024
Q2 		$2.48M Buy
145,895
+18,370
+14% +$304K 0.37% 76
2024
Q1 		$2.19M Buy
127,525
+18,000
+16% +$331K 0.36% 75
2023
Q4 		$2.07M Buy
109,525
+22,930
+26% +$398K 0.42% 64
2023
Q3 		$1.43M Buy
86,595
+8,055
+10% +$141K 0.34% 74
2023
Q2 		$1.41M Buy
78,540
+8,050
+11% +$151K 0.36% 72
2023
Q1 		$1.28M Buy
70,490
+3,120
+5% +$54.1K 0.45% 55
2022
Q4 		$1.2M Buy
67,370
+5,515
+9% +$82.4K 0.33% 72
2022
Q3 		$792K Buy
61,855
+6,375
+11% +$102K 0.32% 75
2022
Q2 		$907K Buy
+55,480
New +$983K 0.37% 59

Other funds holding SONY

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Naviter Wealth's SONY Position: Q2 2026 in Review

Naviter Wealth increased its Sony (SONY) stake by 23% in Q2 2026, buying an estimated $634K and bringing the position to 162,060 shares worth $3.25M. The position accounts for 0.3% of the portfolio, ranked #78.

Naviter Wealth first reported a position in SONY in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.29M in Q3 2025. 741 funds tracked by Wall St. Rank hold SONY as of Q2 2026.

  • Naviter Wealth held 162,060 shares of Sony worth $3.25M as of Q2 2026.
  • Naviter Wealth bought 30,092 Sony shares in Q2 2026, an estimated $634K.
  • Sony made up 0.3% of Naviter Wealth's portfolio in Q2 2026, its #78 holding.
  • Naviter Wealth first reported a position in Sony in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Sony position peaked at $4.29M in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Sony as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.